BrightPlan

$26.0M revenue • 120 employees • United States

Last Updated Oct 4, 2026

Company Overview

Company Name

BrightPlan

Address

United States

Approx. Annual Revenue

$26.0M

Employees

120

Established

2002

Locations

2

About BrightPlan

BrightPlan is a financial wellness company based in the United States that provides a comprehensive digital platform and financial planning services to help employers offer their employees a holistic solution for financial health and well-being.

Business Profile

Read from the BrightPlan website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current copyright 2026; Complete product and solution pages
Footer copyright year
2026

BrightPlan locations

2 Google Business Profile listings.

LocationGoogle categoryReviewsStatus
BrightPlanprimary———
75 E Santa Clara St, San Jose, CA——Claimed

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Frequently Asked Questions about BrightPlan

Technologies Used

Social Profiles

Key Decision Makers

Grace Garry Chief Financial Officer
LinkedIn
Joe Vangsgard Chief Marketing Officer
LinkedIn
Larry Robinson Chief Product Officer
LinkedIn
Joelle Vail Chief Revenue Officer
LinkedIn
Krutarth Shah Chief Development Officer
LinkedIn
Alesha Escalante Director of Operations
LinkedIn